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Washington Trust Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Washington Trust Advisors’s Portfolio BMY Stock Details BMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$282K Sell
4,887
-6
-0.1% -$345 0.02% 202
2026
Q1 		$297K Buy
4,893
+120
+3% +$7K 0.02% 189
2025
Q4 		$257K Hold
4,773
– – 0.02% 198
2025
Q3 		$215K Sell
4,773
-102
-2% -$4.76K 0.02% 217
2025
Q2 		$226K Buy
4,875
+400
+9% +$19.6K 0.02% 193
2025
Q1 		$273K Sell
4,475
-2,225
-33% -$130K 0.02% 169
2024
Q4 		$379K Sell
6,700
-589
-8% -$32.9K 0.03% 146
2024
Q3 		$377K Buy
7,289
+7
+0.1% +$328 0.03% 145
2024
Q2 		$302K Buy
7,282
+8
+0.1% +$358 0.03% 158
2024
Q1 		$394K Buy
7,274
+7
+0.1% +$357 0.04% 134
2023
Q4 		$373K Sell
7,267
-1,903
-21% -$99.9K 0.04% 139
2023
Q3 		$532K Buy
9,170
+5
+0.1% +$306 0.05% 117
2023
Q2 		$586K Buy
9,165
+5
+0.1% +$335 0.06% 115
2023
Q1 		$635K Sell
9,160
-296
-3% -$20.9K 0.06% 114
2022
Q4 		$680K Sell
9,456
-1,137
-11% -$85.7K 0.07% 112
2022
Q3 		$753K Sell
10,593
-196
-2% -$14.2K 0.07% 111
2022
Q2 		$830K Buy
10,789
+471
+5% +$35.9K 0.07% 106
2022
Q1 		$754K Sell
10,318
-1,978
-16% -$133K 0.05% 125
2021
Q4 		$767K Buy
+12,296
New +$721K 0.05% 134

Other funds holding BMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Washington Trust Advisors's BMY Position: Q2 2026 in Review

Washington Trust Advisors reduced its Bristol-Myers Squibb (BMY) stake by 0.12% in Q2 2026, selling an estimated $345 and leaving 4,887 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #202.

Washington Trust Advisors first reported a position in BMY in Q4 2021 and has held it in 19 quarters since. The position peaked at $830K in Q2 2022. 2,529 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Washington Trust Advisors held 4,887 shares of Bristol-Myers Squibb worth $282K as of Q2 2026.
  • Washington Trust Advisors sold 6 Bristol-Myers Squibb shares in Q2 2026, an estimated $345.
  • Bristol-Myers Squibb made up 0.02% of Washington Trust Advisors's portfolio in Q2 2026, its #202 holding.
  • Washington Trust Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 19 quarters since.
  • Washington Trust Advisors's Bristol-Myers Squibb position peaked at $830K in Q2 2022.
  • 2,529 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.